CFO News Room
DECEMBER 17, 2022
From there, we have several articles on practice management: Why it is important for advisors charging on a fee-for-service basis to regularly reassess their pricing, and best practices for letting current clients know about a fee increase. Melanie Waddell | ThinkAdvisor).
CFO News Room
DECEMBER 20, 2022
So, there were one-on-one meetings, and then there were group education meetings. And so, I felt like how I grew was by the more that I learned, the more I was able to educate people on. And so, I started then providing educational meetings on social security, and Medicare, and other topics, state planning.
CFO News Room
DECEMBER 27, 2022
Is it at that level, the company didn’t just say, “Hey, we’re doing occasional educational lunch-and-learns for our employees. They’re reaching out to you to come in and do education. ” But I know just the math of that is hard. Let’s have John come in.”
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